Latest Institutional Transactions on Vanguard Dividend Appreciation (VIG)
This table provides information on the latest institutional transactions involving Vanguard Dividend Appreciation (VIG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
1.2KNew |
$207K - $222K
|
1.2K
$218K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-55- 2.77% |
$9.53K - $10.2K
|
1.93K
$352K
|
|
|
Jul 25, 2024
Q2 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.08KNew |
$360K - $385K
|
2.08K
$379K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
27.7K+ 11.84% |
$4.81M - $5.14M
|
262K
$47.7M
|
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
SELL
|
- |
-152- 2.18% |
$26.3K - $28.2K
|
6.82K
$1.24M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
SELL
|
- |
-475- 22.65% |
$82.3K - $88K
|
1.62K
$295K
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
77+ 4.99% |
$13.3K - $14.3K
|
1.62K
$295K
|
|
|
Jul 24, 2024
Q2 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
1+ 0.04% |
$173 - $185
|
2.49K
$453K
|
|
|
Jul 24, 2024
Q2 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-595- 1.98% |
$103K - $110K
|
29.4K
$5.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.12KNew |
$194K - $207K
|
1.12K
$204K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
136New |
$23.6K - $25.2K
|
136
$24.8K
|
|
|
Jul 24, 2024
Q2 2024
|
West Oak Capital, LLC
|
BUY
|
- |
225+ 7.44% |
$39K - $41.7K
|
3.25K
$592K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-603- 32.07% |
$105K - $112K
|
1.28K
$233K
|
|
|
Jul 24, 2024
Q2 2024
|
Flagstone Financial Management
Lincoln, NE |
SELL
|
- |
-142- 2.74% |
$24.6K - $26.3K
|
5.03K
$917K
|
|
|
Jul 23, 2024
Q2 2024
|
Fortis Capital Management LLC
|
SELL
|
- |
-200- 15.4% |
$34.7K - $37.1K
|
1.1K
$200K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
57+ 6.2% |
$9.88K - $10.6K
|
977
$178K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
140New |
$24.3K - $25.9K
|
140
$25.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-171- 5.16% |
$29.6K - $31.7K
|
3.15K
$573K
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
157+ 146.73% |
$27.2K - $29.1K
|
264
$48.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
421+ 24.52% |
$73K - $78K
|
2.14K
$389K
|
|
|
Jul 22, 2024
Q2 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
5.78KNew |
$1M - $1.07M
|
5.78K
$1.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Investment Planning Advisors, Inc.
Cumming, GA |
BUY
|
- |
4.06KNew |
$704K - $752K
|
4.06K
$739K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
4New |
$693 - $741
|
4
$729
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
SELL
|
- |
-419- 0.62% |
$72.6K - $77.6K
|
67.3K
$12.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Security National Bank
|
SELL
|
- |
-22- 33.33% |
$3.81K - $4.08K
|
44
$8.01K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-580- 2.11% |
$101K - $107K
|
26.9K
$4.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
85+ 8.33% |
$14.7K - $15.7K
|
1.11K
$201K
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-51- 1.22% |
$8.84K - $9.45K
|
4.12K
$751K
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.48K- 19.5% |
$257K - $274K
|
6.11K
$1.11M
|
|
|
Jul 19, 2024
Q2 2024
|
Boston Mountain Money Management Inc
Bentonville, AR |
SELL
|
- |
-24- 0.85% |
$4.16K - $4.45K
|
2.82K
$513K
|
|
|
Jul 19, 2024
Q2 2024
|
Altus Wealth Management, LLC
|
SELL
|
- |
-275- 18.06% |
$47.7K - $51K
|
1.25K
$227K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
299New |
$51.8K - $55.4K
|
299
$54.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
17+ 0.51% |
$2.95K - $3.15K
|
3.36K
$612K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
41+ 102.5% |
$7.11K - $7.6K
|
81
$14.8K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
32+ 11.94% |
$5.55K - $5.93K
|
300
$54.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
168+ 42.0% |
$29.1K - $31.1K
|
568
$103K
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
1.59KNew |
$275K - $294K
|
1.59K
$289K
|
|
|
Jul 17, 2024
Q2 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.91K- 8.97% |
$330K - $353K
|
19.3K
$3.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
2+ 0.1% |
$347 - $371
|
2.07K
$376K
|
|
|
Jul 16, 2024
Q2 2024
|
Lvm Capital Management LTD
|
BUY
|
- |
1.28K+ 46.01% |
$221K - $236K
|
4.05K
$737K
|
|
|
Jul 16, 2024
Q2 2024
|
Dixon Fnancial Services, Inc.
|
SELL
|
- |
-430- 21.18% |
$74.5K - $79.7K
|
1.6K
$291K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
30+ 1.04% |
$5.2K - $5.56K
|
2.92K
$531K
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
250+ 8.52% |
$43.3K - $46.3K
|
3.18K
$580K
|
|
|
Jul 15, 2024
Q2 2024
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
700+ 49.12% |
$121K - $130K
|
2.13K
$387K
|
|
|
Jul 15, 2024
Q2 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
45+ 0.89% |
$7.8K - $8.34K
|
5.09K
$927K
|
|
|
Jul 15, 2024
Q2 2024
|
Intergy Private Wealth, LLC
|
SELL
|
- |
-51- 3.08% |
$8.84K - $9.45K
|
1.6K
$292K
|
|
|
Jul 15, 2024
Q2 2024
|
Flc Capital Advisors
|
SELL
|
- |
-82- 0.37% |
$14.2K - $15.2K
|
22.4K
$4.07M
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
1.34KNew |
$232K - $248K
|
1.34K
$243K
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-100- 4.65% |
$17.3K - $18.5K
|
2.05K
$373K
|
|
|
Jul 12, 2024
Q2 2024
|
Columbia Advisory Partners LLC
|
SELL
|
- |
-242- 9.95% |
$41.9K - $44.8K
|
2.19K
$399K
|